We analyze with you all of your sources of current and future income which typically includes the following:
- Social Security
- Personal investments – brokerage accounts, IRA’s, 401k’s etc.
- Miscellaneous items such as inheritances and the sale of a business
Once we have a good understanding of your different sources of retirement income, we make recommendations on how to maximize each source.
We then integrate all of these sources of income into a comprehensive plan that will provide inflation adjusted income throughout retirement and pass any excess to heirs in a tax efficient manner.
We monitor the plan and are pro-active in staying in contact with you and make adjustments as you go through each stage of retirement.
At Peterson Wealth Advisors, we value the collaborative expertise of tax, legal and various other types of professionals in providing solutions to meet your financial goals. We quarterback the financial team and work closely with both local and nationally recognized experts. We understand that financial decisions aren’t made in a vacuum. Every financial decision you make will have legal and/or tax consequences. Therefore, we value the collaborative approach to managing your retirement.
At Peterson Wealth Advisors, our advisors are acknowledged fiduciaries. What does this mean to you? Simply put, unlike some commissioned sales representatives, we are required to put your financial interest first at all times. As a Registered Investment Advisor, Peterson Wealth Advisors is legally bound to uphold a fiduciary standard of care when managing your money.
All consulting and planning service fees are based upon a percentage of assets under management. Specifically, fees are determined according to the complexity and circumstances of each client’s situation. Fees are paid quarterly and deducted directly from the portfolios being managed.
All fees, terms and conditions are agreed upon prior to entering into service contracts.
Typically, the minimum account size is $500,000 but potential clients with assets under this minimum will be considered based upon their overall situation.